Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Bonanza - Value
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
12.27%
6 Months
14.93%
−1.13%
1 Year
16.79%
6.59%
3 Years
13.85%
20.44%
5 Years
12.48%
16.17%
Since Inception
18.86%
13.07%
Fund Age
14 yrs 11 mo
15 yrs 3 mo
AUM
₹32.99 Cr
—
Alpha – 1 Year
17.14%
6.87%
Alpha – 3 Years
4.85%
9.23%
Information Ratio – 3 Years
0.41
1.61
Volatility – 1 Year
17.36%
20.58%
Volatility – 3 Years
20.03%
16.59%
Beta – 1 Year
0.65
1.21
Beta – 3 Years
0.84
1.13
Sharpe Ratio – 1 Year
0.67
0.15
Sharpe Ratio – 3 Years
0.57
0.90
Worst Rolling Year
-8.60%
13.98%
Value at Worst Rolling Year
₹0.91 Cr
₹1.14 Cr
Deepest Drawdown
−30.57%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 73% · M 20% · S 7%
Number of Stocks
69
23
Portfolio P/E
70.14
35.58
Top 5 Holdings
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 1% / 0.5%